Family wealth advisory services in China – What kind of advisors can be more competent and successful?

• Main Author: SHEN, Yang
• Format: text
• Language: English
• Published: Institutional Knowledge at Singapore Management University 2023
• Subjects: High-net-worth Wealth Owners; Wealth Advisors; Wealth Management; Competency Model; Asian Studies; Business Administration, Management, and Operations
• Online Access: https://ink.library.smu.edu.sg/etd_coll/470; https://ink.library.smu.edu.sg/context/etd_coll/article/1468/viewcontent/GPBA_AY2017_DBA_Shen_Yang.pdf
• Institution: Singapore Management University

High net worth wealth owners generally need various advisory services to meet their wealth management needs, such as investment / global asset allocation, intergenerational succession planning, personal and family tax planning, next-generation education, health management, immigration arrangement fo...